NYC-based WeDidIt is a SaaS-based platform to help nonprofit organizations fundraise online and collect donor insights. They have worked with great organizations like the Los Angeles Zoo and The Autism Alliance to to modernize fundraising efforts and reach new donor segments.

Challenge

WeDidIt, a 500 Startups company, has a small sales team with a big ambition. Prior to working with RevBoss, the team spent up to 80% of their day on busy work — research, prospecting, and mass emailing every nonprofit they could find that matched their ideal customer profile.

The administrative work largely stemmed from a complicated lead qualification process. WeDidIt’s ideal target prospect is a non-profit organization that primarily focus on online fundraising, which is a surprisingly challenging criteria to confirm.

Additionally, the team needed to balance two target customer segments — larger organizations with a long complicated sales process and smaller organizations with a short, simple sales process. This proved difficult to execute on with such a small team with the amount of ideal prospects to crank through their sales process.

Solution

WeDidIt’s Su Sanni (CEO) and Oscar Winberg (Business Development Rep) enlisted RevBoss to solve their prospecting / qualification problems and to streamline the sales prospecting process for the small organization segment.

RevBoss solved both problems with an integrated process. First, we worked with WedDidIt to build a prospect data engine. This entailed a few key steps: